Records/Data Management

Finding Records Management hard to implement in SharePoint?

You’re not alone. It should be easy, but in SharePoint there’s two sides to this equation: how the system is administered, and how retention policies are set.

With aligning both (and HAVING both!), it just won’t work.

So what do you need? How about starting with an assessment of your current policies and procedures, and a mapping to how the tools can support your needs. Then, you can move into the technology implementation and (here it comes…) governance around deploying and managing an optimum records management environment.

Want to learn more? Talk to use, we’ve been doing records management work with SharePoint since it was introduced.

Case Studies

Please select from the list to view our case studies.

Nuclear Regulatory Commission

IT Service Request Process Design and Automation

Business Problem:

NRC’s existing request management procedures included multiple points of entry for IT service requests with a lack of defined processes for routing requests to appropriate resources and limited insight into request status and inventory.

Solution Approach:

Projility worked with OIS and other NRC personnel to define the "to-be" processes for routing requests. Utilizing Microsoft and K2 technologies, Projility utilized an iterative development approach in order to deliver a robust solution incorporating web-based forms, automated workflows, and powerful reporting capabilities.


Benefits from the delivered solution included:

  • Simplified data collection
  • Reduced administrative and IT support
  • Reduced cycle time for requests
  • Improved stakeholder satisfaction
  • Improved management insight

Department of Homeland Security

Infrastructure Transformation Program (ITP) EPM Solution

Business Problem:

ITP’s program management office and senior management team was looking for a way to quickly, easily consolidate the status of projects within the program into ‘dashboard’ reports.  ITP decided that a centralized project and resource management solution would assist with meeting these requirements, and could help ensure the program stayed on-time, and on-budget.

Solution Approach:

The solution, based upon Microsoft Project Server, provides web-based dashboard views into Program and project status for the ITP Program office, and drives increased accountability and improved project planning and management across multiple agencies delivering on the program.


Provided top-level transparency and decision making ability across major program investments. Enabled project managers to quickly and easily update schedule, project health and cost status in a single, easy to use interface.  Allowed for the project team members to collaborate on issues, work items, and documents critical for successful program delivery.

Booz Allen Hamilton

Integrated Services Program Management Solution

Business Problem:

Global delivery organization lacked a centralized, integrated platform to support bid and proposal through program delivery capabilities.

Solution Vision:

Architect and implement a centralized enterprise project and collaboration solution to drive consistent data management and reporting; leverage the solution as a market differentiator.


Automation. Standardization. Single platform. System provides workflow and guidance based upon internal business processes and automates program request, proposal and tracking processes. Users in any location, on any client site, can access the application.